Form portal
Allow users and respondents to access and submit forms all in one place. Setup workflow approvals and assign forms to specific people.
Overview
Usually, respondents access forms through links or website embeds. So when you have multiple forms to send over time, they will have to check different links in emails, messages, or on websites. But, what if you can store all of these in one place? This is what Fillout Form Portals do. It lets you create a single page where your users can access all your forms. Now, they will only need to click one link to submit and update their information.
Create a form portal
On the bottom left of your Fillout dashboard, click your
Account name followed by Form portal. Then, click + Create form portal.
Click
+ Add task to ask users to fill out forms, schedule meetings, and more.
Select the task type. You can also divide your onboarding tasks into sections to organize them better if necessary. Simply click
+ Add New Section.
Customize your form portal's branding, add external links, and input contact details.
You can even
Enable Intercom chat to let users easily reach out to you if they have questions through a chat bubble. Scroll down to the bottom of the left-hand panel. Then, enter your Intercom App ID.
Click
Save changes on the upper right corner to make your portal live. Then, click Open portal and login with your email to view the portal.You are now ready to send your portal link. Navigate to Share on the top menu to
Copy the link. You can also email the link to users by clicking Invite users.
As the creator of the portal, you'll be able to see the progress of each user in your admin dashboard.
Send multiple email invites at once
In the Users page, click
+ Add user followed by Bulk import users then Start importing data from your spreadsheet or CSV file.
Assign a task to specific users
Click
Assign task in the Users page then select a user to assign the task to in the dropdown menu.
Next, click
Choose task type. Enter the details of the task, then Assign task to user.